Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,466
Closed -$634K 3265
2025
Q1
$634K Buy
20,466
+6,840
+50% +$212K 0.03% 850
2024
Q4
$443K Buy
+13,626
New +$443K 0.04% 866